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O'Reilly Automotive

827 hedge funds and large institutions have $23.1B invested in O'Reilly Automotive in 2018 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 257 increasing their positions, 310 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 61

10% more funds holding

Funds holding: 751827 (+76)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

3% less capital invested

Capital invested by funds: $23.9B → $23.1B (-$814M)

11.62% less ownership

Funds ownership: 1,284.77%1,273.15% (-12%)

17% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 310

31% less call options, than puts

Call options by funds: $162M | Put options by funds: $233M

Holders
827
Holders Change
+76
Holders Change %
+10.12%
% of All Funds
18.43%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.8%
New
142
Increased
257
Reduced
310
Closed
61
Calls
$162M
Puts
$233M
Net Calls
-$71.2M
Net Calls Change
+$5.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
AE Wealth Management
Kansas
$447K +$120K +5,250 +37%
BUB
552
BBVA USA Bancshares
Texas
$444K +$7.85K +345 +2%
CIA
553
CSat Investment Advisory
Michigan
$441K -$154K -6,780 -26%
ED
554
Exane Derivatives
France
$434K +$429K +18,825 +17,929%
UH
555
Unigestion Holding
Switzerland
$422K +$106K +4,665 +34%
HR
556
Hardy Reed
Mississippi
$420K +$417K +18,300 New
APA
557
American Portfolios Advisors
New York
$417K +$96.6K +4,245 +30%
SFA
558
Sequoia Financial Advisors
Ohio
$415K -$2.73K -120 -0.7%
SIM
559
Spark Investment Management
New York
$413K -$2.8M -123,000 -87%
NVIM
560
New Vernon Investment Management
Illinois
$413K -$444K -19,500 -52%
IIM
561
Ipswich Investment Management
Massachusetts
$413K -$52.2K -2,295 -11%
PL
562
Plancorp LLC
Missouri
$413K -$1.71K -75 -0.4%
ACM
563
American Capital Management
New York
$413K
EGA
564
E&G Advisors
Texas
$413K
Coatue Management
565
Coatue Management
New York
$413K +$409K +17,985 New
RHBC
566
R.H. Bluestein & Co
Michigan
$413K +$410K +18,000 New
AIL
567
AGF Investments LLC
Ontario, Canada
$410K +$6.83K +300 +2%
IRF
568
IBM Retirement Fund
New York
$408K -$36.9K -1,620 -8%
BRWM
569
B. Riley Wealth Management
Tennessee
$407K -$3.41K -150 -0.8%
FAAS
570
First Allied Advisory Services
California
$407K +$21.2K +930 +6%
ACS
571
Archford Capital Strategies
Illinois
$407K +$25.6K +1,125 +7%
CPA
572
Clear Perspective Advisors
Illinois
$401K -$4.1K -180 -1%
SPIA
573
Steward Partners Investment Advisory
New York
$400K +$164K +7,215 +70%
DTL
574
Dynamic Technology Lab
Singapore
$399K -$1.57M -68,895 -80%
NIM
575
NuWave Investment Management
New Jersey
$393K +$167K +7,320 +75%

ORLY Hedge Fund Activity: Q4 2018 in Review

827 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q4 2018, worth a combined $23.1B — down 3.4% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new ORLY positions and 61 closed out — a net gain of 81 holders — while 257 added to existing stakes and 310 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $178M. The largest seller was Principal Financial Group, cutting an estimated $146M.

  • 827 institutional investors held O'Reilly Automotive (ORLY) as of Q4 2018, up from 751 in Q3 2018.
  • Funds reported $23.1B of O'Reilly Automotive stock for Q4 2018, down 3.4% quarter-over-quarter.
  • 142 funds opened new O'Reilly Automotive positions in Q4 2018 and 61 closed out, a net change of +81 holders.
  • The largest O'Reilly Automotive buyer in Q4 2018 was Fidelity Investments, an estimated $178M added.
  • The largest O'Reilly Automotive seller in Q4 2018 was Principal Financial Group, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2018.